Avantax Advisory Services’s American Century US Quality Value ETF VALQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,095
Closed -$311K 2330
2024
Q4
$311K Sell
5,095
-903
-15% -$56.5K ﹤0.01% 1755
2024
Q3
$373K Sell
5,998
-1,623
-21% -$95.6K ﹤0.01% 1606
2024
Q2
$432K Sell
7,621
-1,217
-14% -$68.6K ﹤0.01% 1460
2024
Q1
$515K Sell
8,838
-2,057
-19% -$114K ﹤0.01% 1018
2023
Q4
$579K Sell
10,895
-964
-8% -$48.2K 0.01% 926
2023
Q3
$577K Buy
+11,859
New +$591K 0.01% 887

Other funds holding VALQ

Avantax Advisory Services's VALQ Position: Q1 2025 in Review

Avantax Advisory Services sold out of American Century US Quality Value ETF (VALQ) in Q1 2025, closing a stake of 5,095 shares — an estimated $311K sold.

Avantax Advisory Services first reported a position in VALQ in Q3 2023 and held it in 6 quarters. The position peaked at $579K in Q4 2023. 29 funds tracked by Wall St. Rank hold VALQ as of Q1 2025.

  • Avantax Advisory Services reported no remaining American Century US Quality Value ETF position as of Q1 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 5,095 American Century US Quality Value ETF shares in Q1 2025, an estimated $311K.
  • Avantax Advisory Services first reported a position in American Century US Quality Value ETF in Q3 2023 and held it in 6 quarters.
  • Avantax Advisory Services's American Century US Quality Value ETF position peaked at $579K in Q4 2023.
  • 29 funds tracked by Wall St. Rank held American Century US Quality Value ETF as of Q1 2025.

Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.